Centennial Advisors, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 290778
- Registered since
- December 16, 2021
- Website
- iwanttoretirewell.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.31%
- HNWI38.24%
- Pension & Profit Sharing Plans2%
- Corporations / Businesses0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Centennial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021. The firm operates as an LLC with both a domestic-entity and individual ownership structure and serves a mix of individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Outside of pure advisory work, Centennial also operates as an insurance broker and sells other financial products, and it charges clients by percentage of AUM and via fixed fees. Centennial identifies as a capital allocator but does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- Cash & Cash Equivalents7%
- Private Funds4%
- Other1%
Owners & executives
2 of 2Kristin Prieur
Chief Compliance OfficerCRD 5690802
Sara Reese-Rossman
Chief Operating OfficerCRD 8114600
Contacts
3 of 10
Kevin Wade
Financial AdvisorCRD 5831773
Jason Smith
Financial AdvisorCRD 6931095
Jordan Scott
Senior Financial PlannerCRD 7065609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$82.6M in ETFs
52%
$43.1M
18%
$39.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $4.1M | 45,442 | 4.94% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 10815 2222
- Time zone
- CT (UTC-6)
- Office locations
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